Bip Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bip Wealth, LLC
- $2.72 Billion
- Q3 2025
A detailed history of Bip Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bip Wealth, LLC holds 72,854 shares of SPEM stock, worth $3.46 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
72,854
Previous 79,229
8.05%
Holding current value
$3.46 Million
Previous $3.39 Billion
99.9%
% of portfolio
0.13%
Previous 0.21%
Shares
11 transactions
Others Institutions Holding SPEM
# of Institutions
986Shares Held
238MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Envestnet Asset Management Inc6.95MShares$330 Million0.1% of portfolio